The Team
Who We Are
Bob Goodish
Advisor
Bob founded IMS 6 years ago with the aim of making investing easier for clients. He graduated from University of Western Ontario with a BA in Economics, and has been working in the investment industry for over 35 years. Bob’s day-to-day involves corporate strategizing, building client portfolios, and financial recommendations.
Brandon Moore
Advisor
Brandon has been working in the finance industry since 2012. He graduated from Wilfred Laurier University with an Honours Bachelor of Arts degree and has built a backing in the banking industry. During his banking career, he gained valuable knowledge about estates, investment accounts, and mortgages. When Brandon isn’t out playing tennis, he’s advising IMS clients, building relationships, and monitoring the markets to make sound asset-based recommendations.
Daniel MacQuarrie
Financial Planner - Atlantic Canada
Daniel has been in the financial services industry for the last 10 years and currently holds a CFP® designation. He uses a holistic approach in working with clients by recommending and implementing financial planning strategies to optimize the potential of achieving their short and long-term financial goals. Daniel can also provide sound advice on investment, retirement and estate planning, debt management and assessing your insurance needs.
Tyler Schmid
Operations Manager
Tyler is our newest team member with the company and has played a vital role in the growth of IMS. He graduated from the University of Guelph-Humber with a Bachelor of Business Administration with an area of emphasis in finance. He manages administration and oversees current operations with data analysis/entry. Tyler is eager to respond to client e-mails and phone calls to answer client inquiries.